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Vanguard Mid-Cap ETF

2,137 hedge funds and large institutions have $50.1B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 881 increasing their positions, 649 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

410% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 59

267% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.91M

36% more repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 649

13% more funds holding in top 10

Funds holding in top 10: 207233 (+26)

12% more capital invested

Capital invested by funds: $44.7B → $50.1B (+$5.34B)

11% more funds holding

Funds holding: 1,9312,137 (+206)

2.39% more ownership

Funds ownership: 256.66%259.04% (+2.4%)

Holders
2,137
Holders Change
+206
Holders Change %
+10.67%
% of All Funds
28.14%
Holding in Top 10
233
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.56%
% of All Funds
3.07%
New
301
Increased
881
Reduced
649
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Allspring Global Investments
1951
Allspring Global Investments
North Carolina
$130K
LB
1952
Legacy Bridge
Iowa
$129K
SS
1953
SBI Securities
Japan
$128K +$132K +1,940 New
DF
1954
DecisionPoint Financial
Arizona
$127K +$20.1K +296 +18%
FC
1955
Family CFO
California
$124K +$50.5K +744 +66%
TAM
1956
Tucker Asset Management
Colorado
$123K -$13.6K -200 -10%
CTWM
1957
Cherry Tree Wealth Management
Minnesota
$121K +$4.89K +72 +4%
NG
1958
NWK Group
California
$118K
ZB
1959
Zions Bancorporation
Utah
$118K
TF
1960
Tompkins Financial
New York
$117K -$27.2K -400 -18%
FRA
1961
Front Row Advisors
California
$115K
BIA
1962
Bell Investment Advisors
California
$113K
TPW
1963
Talon Private Wealth
Florida
$113K
GFPC
1964
Global Financial Private Client
Florida
$112K
BC
1965
Broadwater Capital
Massachusetts
$110K
DP
1966
Denver PWM
Colorado
$110K
AT
1967
Avalon Trust
New Mexico
$106K
AWM
1968
Abound Wealth Management
Tennessee
$105K +$19.8K +292 +23%
FFA
1969
Frazier Financial Advisors
Ohio
$104K -$7.6K -112 -7%
Q1WB
1970
Quest 10 Wealth Builders
Virginia
$104K +$107K +1,580 New
PP
1971
Pacifica Partners
Canada
$102K
MA
1972
MCF Advisors
Kentucky
$101K +$26.1K +384 +34%
DRP
1973
Decker Retirement Planning
Utah
$101K +$104K +1,528 New
PWM
1974
Provident Wealth Management
Tennessee
$98.8K -$543 -8 -0.5%
FP
1975
Financial Perspectives
Minnesota
$96.2K +$5.43K +80 +6%

VO Hedge Fund Activity: Q4 2024 in Review

2,137 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Vanguard Mid-Cap ETF (VO) for Q4 2024, worth a combined $50.1B — up 12% from $44.7B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new VO positions and 59 closed out — a net gain of 242 holders — while 881 added to existing stakes and 649 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $805M. The largest seller was Focus Partners Wealth, cutting an estimated $131M.

  • 2,137 institutional investors held Vanguard Mid-Cap ETF (VO) as of Q4 2024, up from 1,931 in Q3 2024.
  • Funds reported $50.1B of Vanguard Mid-Cap ETF stock for Q4 2024, up 12% quarter-over-quarter.
  • 301 funds opened new Vanguard Mid-Cap ETF positions in Q4 2024 and 59 closed out, a net change of +242 holders.
  • The largest Vanguard Mid-Cap ETF buyer in Q4 2024 was Jones Financial Companies, an estimated $805M added.
  • The largest Vanguard Mid-Cap ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2024.